Trust & Estate Administration
Think you are being respectful by appointing your family to serve as executor, trustee, or power of attorney? Think again. During life's most difficult moments, emotions often prevent obedience to your documented wishes. The worst of sibling rivalry may ensue when money is involved. You took the time to provide for your family so why not protect their love for each other and allow a licensed professional to serve? We will get to know your situation and understand its dynamics. We will not give up on you or "dump" the account. We are assigned to trust, uphold integrity, and promote longevity, no matter what the size or challenge.
Business & Intellectual Property Management
When a trust includes business and intellectual property, you want a trustee experienced in commercial management and familiar with the inner workings of a mom and pop shop (sole-proprietorship), all the way up to a corporation. Such a trustee is familiar with the requirements of due diligence, corporate holdings, board meetings, trademark and copyright protection, and human capital to continue the success of the business. As a corporation ourselves, and prior sole-proprietors in other industries, we have the experience to operate just about any business to help continue its success during the term of the trust.
Since 2009, we have been engaged as property managers for trust assets consisting of rental investment income units and serve as the landlord over each client's property. While normally a property management firm may be considered to handle such operations, most of the client's have had a few properties and not a vast apartment complex, which would be better suited for such a vendor. Our experience has increased in this business aspect, and we now manage nine (9) properties, which consist of seventeen (17) rental units total. Because certified property management firms charge upwards of 10% of both rental and deposit fees, our approach is preferred in court-managed accounts with fees being significantly lower than the industry 10%.